Senior Data Analyst - Wealth and Asset Management

Job description: - (Senior)

• IT-DA-Generic with wealth management background

Required skills: -

• 3-7 years of experience as an IT- Data Analyst role
• Work Experience in at least one area:

• Wealth Planning
• Client Relationship Management/Onboarding
• Portfolio Management
• Client Servicing/Reporting
• Trade Processing,
• Investment Research,
• Regulatory reporting, specific to SEC/FINRA

• Knowledge in at least 1 domain –
  • Capital Markets
  • Financial Market
  • Asset Classes & Products
  • Trade Life cycle

• Collaborate with cross-functional teams including business teams, developers, and testers to translate Functional Data requirements into Technical Data requirements
• Proficient in preparing data model diagrams, data flow diagrams, and comprehensive data management documentation, i.e. source‑to‑target mappings, transformation specs, workflow documentation, business rules, exception handling
  • Data Governance capabilities: policies/standards, metadata mgmt., data lineage, MDM, data quality, data products, data security/privacy
  • Data Governance Technologies: Collibra Data Catalog, Collibra Data Quality, Big ID, Immuta, Informatica MDM
• Experience in the following areas
  • Explorative data analysis / data validation
  • Handling and processing large datasets
  • Data modelling / integration
  • Data lineage
  • Data mapping tools and techniques
  • Data analytics
  • Data profiling
• Working knowledge of programming language like Python
• Experienced in SQL query writing & developing complex queries across multiple tables
• Understanding of database concepts and information models and stored procedures / functions
• Hands-on experience with major industry databases like
  • Oracle
  • MS SQL Server
  • Teradata
  • MySQL
  • Snowflake
• Working knowledge on Data Visualization & Reporting
  • Expertise in designing interactive dashboards and reports using Power BI, applying best practices in visual design, storytelling, and layout.
  • Ability to select appropriate visualizations (charts, maps, KPIs, slicers) based on data and business questions.
  • Skilled in creating user‑centric visual narratives that highlight patterns, trends, outliers, and key performance indicators.
  • Proficient in Power BI Desktop, Power BI Service, DAX, Power Query, data modelling, and publishing pipelines.

• Non-technical Generic Skills:
  • Problem Solving capabilities
  • Proactiveness
  • Process discipline / Continuous improvement mindset
  • Excellent Communication Skills

Nice to Have

• Cloud integrations (Azure/AWS).
• Understanding of APIs and messaging frameworks.